Daymark Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Daymark Wealth Partners’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.89M	Buy	18,339 +589	+3%	+$93K	0.07%	206
2026 Q2	$2.81M	Hold	17,750	–	–	0.07%	203
2026 Q1	$2.27M	Hold	17,750	–	–	0.07%	193
2025 Q4	$2.16M	Hold	17,750	–	–	0.07%	186
2025 Q3	$1.78M	Hold	17,750	–	–	0.06%	207
2025 Q2	$1.47M	Hold	17,750	–	–	0.06%	213
2025 Q1	$1.44M	Hold	17,750	–	–	0.06%	199
2024 Q4	$1.6M	Hold	17,750	–	–	0.07%	186
2024 Q3	$1.75M	Buy	17,750 +150	+0.9%	+$14.7K	0.07%	181
2024 Q2	$1.63M	Sell	17,600 -750	-4%	-$67.2K	0.07%	178
2024 Q1	$1.74M	Hold	18,350	–	–	0.09%	140
2023 Q4	$1.64M	Hold	18,350	–	–	0.1%	140
2023 Q3	$1.34M	Buy	18,350 +2,475	+16%	+$198K	0.09%	147
2023 Q2	$1.32M	Buy	+15,875	New	+$1.33M	0.1%	147

Other funds holding XBI

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Daymark Wealth Partners's XBI Position: Q3 2026 in Review

Daymark Wealth Partners increased its State Street SPDR S&P Biotech ETF (XBI) stake by 3.3% in Q3 2026, buying an estimated $93K and bringing the position to 18,339 shares worth $2.89M. The position accounts for 0.07% of the portfolio, ranked #206.

Daymark Wealth Partners first reported a position in XBI in Q2 2023 and has held it in 14 quarters since. 493 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

Daymark Wealth Partners held 18,339 shares of State Street SPDR S&P Biotech ETF worth $2.89M as of Q3 2026.
Daymark Wealth Partners bought 589 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $93K.
State Street SPDR S&P Biotech ETF made up 0.07% of Daymark Wealth Partners's portfolio in Q3 2026, its #206 holding.
Daymark Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q2 2023 and has held it in 14 quarters since.
493 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.